SiteVue Campaigns Console

New Campaign Setup

Select a campaign to begin the intake process, or create a new one.

Create New Campaign

Full Campaign Name *

Short / Display Name * — appears in email subject lines Will read as: "Great Meeting You at [short]: SiteVue AI Follow-Up". Use a friendly event name, not the slug.

Campaign Slug * — becomes the folder name

City, State

Campaign Date

Industry

Campaign Mode

Drafts only (Recommended)

Round 1 drafts land in each owner's Gmail Drafts folder for manual review and send. No automated follow-ups will fire. Best for high-value contacts and for protecting sender reputation.

Automated follow-ups

Apps Script paces a multi-round sequence from the owner's Gmail. Use only when the volume justifies the sender-reputation cost.

Number of automated rounds

8 rounds (standard) 5 rounds (shorter campaign)

All rounds fire automatically via Apps Script on Google's servers.

Outreach Owner

The person running outreach for this campaign.

1 · Contacts

2 · Questionnaire

3 · Launch

Contact Questionnaire

Expand each contact to fill in context that will tailor the initial outreach.

Pre-Launch Checklist

Round Schedule

Drafts only — no automation will run

Round 1 drafts will be saved straight to each contact owner's Gmail Drafts folder for manual review and send. No Apps Script triggers will be created, and no follow-up rounds will fire.

Round 1 Send Time All rounds fire automatically via Apps Script on Google's servers.

Round 1 (initial)	Day 0	—
Round 2	Day +3	—
Round 3	Day +7	—
Round 4	Day +10	—
Round 5	Day +14	—
Round 6	Day +17	—
Round 7	Day +21	—
Round 8	Day +24	—

Apps Script Setup

Google account not connected.
Connect your Google account in the header before launching so the app can create and deploy the Apps Script automatically.

Required: Google API Status

Apps Script API — checking… Enable at script.google.com →

Go to script.google.com/home/usersettings, toggle Google Apps Script API to On, then click Re-check.

Email mode: One per company (team email — TO primary, CC others) One per person (separate personalized email to each)

Event-wide notes (optional)

Claude will apply these notes as a top-level instruction across every contact's drafts.

Generates a personalized email for every contact using their questionnaire data. Personalized copy for Rounds 2–N is also saved and embedded into the Apps Script at deploy time.

I have reviewed the draft emails above and approve them for sending.

Click below to automatically create the Apps Script project, push the campaign code, create the tracking sheet. Follow-up triggers will be set automatically when you click Launch.

Campaign is ready to launch

✓ Apps Script project created and code pushed

⏳ Follow-up triggers will be anchored to your Round 1 send time at Launch

✓ Google Sheets tracking page created

Open tracking sheet →

Script needs one-time authorization

Open the script, run any function (e.g. setupProperties), and approve the Google permissions prompt. Then click Retry Setup below.

Follow-up triggers need one-time authorization

Open the script, run any function (e.g. setupProperties), and approve the Google permissions prompt. Then click Retry below.

Open script in Google →

Active Campaigns

Loading Attio data…

Command Center

Building cross-campaign contacts view…

ROI & Pipeline

Loading deal data from Attio…

Pipeline Overview

Building pipeline rollup…

Reschedule missing rounds

—

Pick the date the next round should fire. Subsequent rounds alternate +3 then +4 calendar days (Tue → Fri → Tue → Fri). All fires happen at 13:30 UTC — 8:30 AM Central in summer — and the preview below shows each fire in your local time.

Next round fires on:

Send Round 1 to late contacts

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Round 1 send time:

Send now Schedule for…

Pick a weekday morning (8-10 AM local). The Apps Script will fire a one-shot trigger at this exact time.

What about rounds 2-N?

Late contacts join the cohort's existing round schedule. The next round trigger for this campaign will pick them up at whatever round the cohort is on next.

Deploy automation

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The Apps Script will be created with only the Automated contacts in its CONTACTS array. Round 1 emails fire at the time you pick below; subsequent rounds run on the standard cadence (days +3, +7, +10, +14, +17, +21, +24). Drafts-only contacts on this campaign are unaffected.

Round 1 send time: Pick a weekday morning. Triggers won't fire on weekends or US federal holidays even if scheduled.

Link deal to a company in Attio

—

Pick an existing company from your Top of Funnel, or type a new name. The link is written to the deal's associated_company field in Attio so future loads resolve cleanly.

Add contacts to a campaign

Upload spreadsheets (.xlsx / .csv) or badge photos. New contacts are added to the campaign; ones already in it are detected and skipped unless you choose to replace.

Campaign

Audit Sheet ↔ Attio

Compares every active campaign's CampaignState sheet (where the Apps Script writes after each round) to the matching Attio list entries (what this app reads). Drift means a round fire's Attio PATCH did not stick; the Sheet is authoritative.

Scanning…

Restart from Round 1

Generating Round 1 draft in your Gmail…

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Sending to —

Subject

Body

Send fires this email now from your Gmail, then resets the contact's round counter in the Sheet and Attio. Future rounds will fire on the campaign's normal cadence from today.

Add Contacts —

📷

Drop a business card or badge photo here
Supports .jpg .jpeg .png .webp

How should outreach for these new contacts be handled?

Drafts only (Recommended)

App writes an initial outreach draft into the assigned owner's Gmail, plus a copy-paste block. Added to Attio with full attribution. Nothing is sent automatically.

Automated sequence

Adds these contacts to the live Apps Script flow. They start at Round 1 on their own schedule, not joining the in-flight sequence.

Start at round

Round 1 = initial outreach.

✓

Copy into your Apps Script Google Sheet

Paste these rows into the Contacts sheet in your campaign's Google Sheet so future rounds pick them up automatically.

Confirm Attio overwrite

— already has a value in Attio. Confirm to replace it with the new estimate, or cancel to keep Attio's existing number.

CURRENTLY IN ATTIO

Workers: —

Account potential: —

PROPOSED

Workers: —

Account potential: —

Questionnaire — —

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Playbook — —

Mark each step as you complete it. Step completions are logged in the app and as a note on the person record in Attio so anyone on the team can see the touch history.

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Manage —

CURRENT OWNER

—

Reassign to (email):

The new owner will receive a notification email with the draft body to copy into their own Gmail. No re-auth required.

To disqualify or mark do-not-contact, use the ✕ Disqualify button on the contact's row.

Log call: —

PHONE

Outcome

Notes (optional)

Log note: —

This note is saved to the contact's touch log and written to Attio (on the person and their company). No call outcome is required.

Note history

New note

Bulk Reassign: 0 selected

Notify:

Outreach owners

Drafts are pushed into the assigned owner's Gmail. Each owner must sign into the app at least once for their account to be available.

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Draft for —

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How should this batch be handled?

You can still override any individual contact in the contacts table afterwards.

Drafts only (Recommended)

App writes an initial outreach draft into the assigned owner's Gmail, plus a copy-paste block. Nothing is sent automatically. Best for high-value or enterprise contacts and for protecting sitevue.ai sender reputation.

Automated sequence

Full Apps Script follow-up flow (5 or 8 rounds depending on the campaign). Sends from the owner's Gmail on a paced schedule. Use only when the volume justifies the reputation cost.

Note: These contacts will start at Round 1 on their own schedule, not joining the in-flight sequence.